Trigran Investments, Inc. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 16 US equity positions worth $575.9m in its Q2 2025 13F filing. The largest position was MTRN at 11.0% of the reported book, followed by THRM and SYNA. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 11 among the top 16 holdings.
What did Trigran Investments, Inc. own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MTRN MATERION CORP | Basic Materials | 11.0% | $63.4m | 798,747 | 1% | added |
| 2 | THRM GENTHERM INC | Consumer Cyclical | 10.8% | $62.1m | 2,194,560 | -1% | reduced |
| 3 | SYNA SYNAPTICS INC | Technology | 9.9% | $56.9m | 878,169 | -22% | reduced |
| 4 | MDXG MIMEDX GROUP INC | Healthcare | 8.9% | $51.3m | 8,390,458 | 10% | added |
| 5 | SONO SONOS INC | Technology | 8.3% | $47.6m | 4,404,484 | -16% | reduced |
| 6 | EXTR EXTREME NETWORKS | Technology | 7.2% | $41.7m | 2,323,371 | -25% | reduced |
| 7 | OOMA OOMA INC | Technology | 6.7% | $38.8m | 3,008,870 | -9% | reduced |
| 8 | TTGT TECHTARGET INC | Technology | 6.7% | $38.7m | 4,974,434 | 10% | added |
| 9 | NPO ENPRO INC | Industrials | 6.5% | $37.3m | 194,547 | -30% | reduced |
| 10 | HLIT HARMONIC INC | Technology | 5.9% | $34.0m | 3,592,994 | -12% | reduced |
| 11 | RDVT RED VIOLET INC | 5.3% | $30.8m | 625,970 | -48% | reduced | |
| 12 | HAYW HAYWARD HLDGS INC | Industrials | 4.5% | $25.9m | 1,879,312 | -9% | reduced |
| 13 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 3.7% | $21.5m | 2,036,511 | -0% | held |
| 14 | HCKT HACKETT GROUP INC | Technology | 3.0% | $17.2m | 675,300 | -13% | reduced |
| 15 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 1.3% | $7.5m | 180,637 | – | new |
| 16 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.2m | 2,500 | -21% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.